Going Solo

From Banking Analyst to Three-Fund Solo GP | Adam Besvinick, Looking Glass Capital

Adam Besvinick of Looking Glass Capital has been investing at pre-seed for over a decade — solo, and on his own terms. In this episode, he joins Dan to talk about cold-emailing his way into a role at Lowercase Capital, what he learned from Chris Sacca that still guides him today, and what marks don't tell you about the companies that matter most. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joinodin.com [https://blog.joinodin.com?utm_medium=podcast&utm_campaign=CTA_1]

The Myths Distorting Venture Capital Today | Arian Ghashghai, Earthling VC

Odin’s research lead Dan Gray takes the conversation online to meet emerging managers and solo GPs from around the world, unpacking their investing journey and thesis. In this episode, Dan sits down with Arian Ghashghai, who founded Earthling VC in 2023 to back weird, fringe, early-stage companies across future computing, robotics, AR/VR, AI, bio, and more. They discuss the challenges of raising in one of the hardest LP markets in memory and why a wonky strategy can be an asset, and debunk some of the myths and incentive structures distorting venture capital today. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joinodin.com [https://blog.joinodin.com?utm_medium=podcast&utm_campaign=CTA_1]

Europe's First Semiconductor-Only VC | Lawrence Lundy-Bryan, Cloudberry VC

Lawrence Lundy-Bryan is the General Partner & Head of Research at Cloudberry VC, Europe’s first dedicated semiconductor VC, launched in 2025. In this episode, he joins Paddy Ryan to discuss chip investing, photonics, and why the next decade may be built in the physical world. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit blog.joinodin.com [https://blog.joinodin.com?utm_medium=podcast&utm_campaign=CTA_1]